| Valley National Advisers Inc | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 7 | $0 | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 9 | $0 | 0.00% | +9 | New |
| First Command Advisory Services, Inc. | 48 | $0 | 0.00% | +48 | New |
| Retirement Group, LLC | 2 | $0 | 0.00% | +2 | New |
| Sofos Investments, Inc. | 2,087 | $101 | 0.00% | +177+9.3% | Added |
| High Net Worth Advisory Group LLC | 7 | $340 | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 8 | $388 | 0.00% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 8 | $389 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 8 | $389 | 0.00% | +3+60.0% | Added |
| Fiduciary Alliance LLC | 8 | $389 | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 9 | $437 | 0.00% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 9 | $437 | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 9 | $437 | 0.00% | +9 | New |
| Leonteq Securities AG | 10 | $486 | 0.00% | −5,595−99.8% | Reduced |
| DT Investment Partners, LLC | 10 | $486 | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 12 | $583 | 0.00% | +12 | New |
| Anchor Investment Management, LLC | 13 | $632 | 0.00% | 00.0% | Unchanged |
| JJJ Advisors Inc. | 11 | $647 | 0.00% | +11 | New |
| BerganKDV Wealth Management, LLC | 13 | $651 | 0.00% | −8−38.1% | Reduced |
| Manchester Capital Management LLC | 15 | $729 | 0.00% | −2−11.8% | Reduced |
| TCI Wealth Advisors, Inc. | 16 | $777 | 0.00% | +1+6.7% | Added |
| Kelly Financial Services LLC | 20 | $986 | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 25 | $1.07K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 22 | $1.07K | 0.00% | −3−12.0% | Reduced |
| Focused Wealth Management, Inc | 23 | $1.10K | 0.00% | +13+130.0% | Added |
| Albion Financial Group | 30 | $1.46K | 0.00% | −1,500−98.0% | Reduced |
| Red Tortoise LLC | 30 | $1.46K | 0.00% | +30 | New |
| TD Waterhouse Canada Inc. | 32 | $1.60K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 39 | $1.90K | 0.00% | +39 | New |
| Blue Bell Private Wealth Management, LLC | 40 | $1.94K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 41 | $1.99K | 0.00% | 00.0% | Unchanged |
| CarsonAllaria Wealth Management, Ltd. | 32 | $2.00K | 0.00% | −1−3.0% | Reduced |
| Grove Bank & Trust | 50 | $2.00K | 0.00% | +50 | New |
| Cassady Schiller Wealth Management, LLC | 43 | $2.09K | 0.00% | +43 | New |
| Thomas J. Herzfeld Advisors, Inc. | 48 | $2.33K | 0.00% | +6+14.3% | Added |
| Gradient Investments LLC | 49 | $2.38K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 52 | $2.53K | 0.00% | −11−17.5% | Reduced |
| Glassman Wealth Services | 53 | $2.58K | 0.00% | −26−32.9% | Reduced |
| Farther Finance Advisors, LLC | 56 | $2.72K | 0.00% | +56 | New |
| Institutional & Family Asset Management, LLC | 57 | $2.77K | 0.00% | −6−9.5% | Reduced |
| Capital Advisors, Ltd. LLC | 57 | $3.00K | 0.00% | −35−38.0% | Reduced |
| City State Bank | 72 | $3.00K | 0.00% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 59 | $3.00K | 0.00% | +1+1.7% | Added |
| Cornerstone Planning Group LLC | 52 | $3.01K | 0.00% | +52 | New |
| Advanced Asset Management Advisors Inc | 63 | $3.06K | 0.00% | +63 | New |
| Bell Investment Advisors, Inc | 65 | $3.16K | 0.00% | +58+828.6% | Added |
| Salem Investment Counselors Inc | 70 | $3.40K | 0.00% | −108−60.7% | Reduced |
| CVA Family Office, LLC | 71 | $3.45K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 72 | $3.50K | 0.00% | +53+278.9% | Added |
| Sound Income Strategies, LLC | 74 | $3.60K | 0.00% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 75 | $3.64K | 0.00% | +7+10.3% | Added |
| Front Row Advisors LLC | 87 | $4.00K | 0.00% | −116−57.1% | Reduced |
| Ronald Blue Trust, Inc. | 93 | $4.00K | 0.00% | +10+12.0% | Added |
| Tyler-Stone Wealth Management | 75 | $4.00K | 0.00% | 00.0% | Unchanged |
| Accurate Wealth Management, LLC | 67 | $4.00K | 0.00% | +67 | New |
| Parkside Financial Bank & Trust | 89 | $4.33K | 0.00% | +49+122.5% | Added |
| Allworth Financial LP | 94 | $4.57K | 0.00% | +91+3,033.3% | Added |
| Leelyn Smith, LLC | 98 | $4.76K | 0.00% | 00.0% | Unchanged |
| Archer Investment Corp | 100 | $4.86K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $4.86K | 0.00% | 00.0% | Unchanged |
| Hollencrest Capital Management | 102 | $4.96K | 0.00% | +102 | New |
| Stephens Consulting, LLC | 102 | $4.96K | 0.00% | 00.0% | Unchanged |
| Benjamin Edwards Inc | 107 | $5.00K | 0.00% | −219−67.2% | Reduced |
| Private Trust Co NA | 109 | $5.00K | 0.00% | +17+18.5% | Added |
| Trust Co | 100 | $5.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 104 | $5.05K | 0.00% | +104 | New |
| Horan Securities, Inc. | 109 | $5.30K | 0.00% | 00.0% | Unchanged |
| Romano Brothers and Company | 114 | $5.54K | 0.00% | +114 | New |
| Creative Financial Designs Inc | 120 | $5.83K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 125 | $6.07K | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 125 | $6.07K | 0.00% | +125 | New |
| Geneos Wealth Management Inc. | 135 | $6.54K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 135 | $6.56K | 0.00% | −390−74.3% | Reduced |
| South State Corp. | 143 | $6.95K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 137 | $7.00K | 0.00% | +107+356.7% | Added |
| Boyd Watterson Asset Management LLC | 148 | $7.19K | 0.00% | +148 | New |
| Rise Advisors, LLC | 153 | $7.41K | 0.01% | +2+1.3% | Added |
| Sugarloaf Wealth Management, LLC | 177 | $8.61K | 0.00% | +77+77.0% | Added |
| Joseph Group Capital Management | 188 | $9.00K | 0.01% | 00.0% | Unchanged |
| Arcadia Investment Management Corp | 195 | $9.47K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 196 | $9.52K | 0.00% | +62+46.3% | Added |
| Carolinas Wealth Consulting LLC | 201 | $9.77K | 0.00% | +27+15.5% | Added |
| Banque Cantonale Vaudoise | 213 | $10.0K | 0.00% | −130−37.9% | Reduced |
| Covestor Ltd | 200 | $10.0K | 0.01% | −79−28.3% | Reduced |
| Rosenberg Matthew Hamilton | 211 | $10.3K | 0.00% | +100+90.1% | Added |
| Nomura Asset Management Co Ltd | 220 | $10.7K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 234 | $11.0K | 0.00% | −653−73.6% | Reduced |
| National Bank of Canada | 230 | $11.2K | 0.00% | −200−46.5% | Reduced |
| Paragon Wealth Strategies, LLC | 233 | $11.3K | 0.01% | +3+1.3% | Added |
| Hexagon Capital Partners LLC | 242 | $11.8K | 0.00% | +66+37.5% | Added |
| MBM Wealth Consultants, LLC | 250 | $12.0K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 247 | $12.0K | 0.00% | +247 | New |
| Pflug Koory, LLC | 295 | $14.0K | 0.01% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 291 | $14.1K | 0.00% | −332−53.3% | Reduced |
| Cary Street Partner Investment Advisory LLC | 310 | $15.1K | 0.00% | +310 | New |
| Ellevest, Inc. | 311 | $15.1K | 0.00% | −2−0.6% | Reduced |
| AdvisorNet Financial, Inc | 312 | $15.2K | 0.00% | +10+3.3% | Added |
| Global Retirement Partners, LLC | 326 | $15.8K | 0.00% | +23+7.6% | Added |
| AlphaMark Advisors, LLC | 325 | $16.0K | 0.01% | +325 | New |
